+177.9%
KO vs HON
+136.7%
+41.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.8% |
| 7D | -1.1% | -2.6% | +1.5% | -0.2% |
| 30D | +1.6% | -11.9% | +13.4% | +6.1% |
| 3M | +5.8% | -6.1% | +11.8% | +7.2% |
| 6M | +14.3% | -19.2% | +33.5% | +22.2% |
| YTD | +27.3% | +0.2% | +27.2% | +24.7% |
| 1Y | +33.2% | -1.5% | +34.7% | +30.9% |
| 3Y | +64.5% | +17.9% | +46.5% | +46.2% |
| 5Y | +83.1% | +1.9% | +81.2% | +71.4% |
| All | +177.9% | +136.7% | +41.1% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling